Amity Fall 2017 Product Updates

What's new on the Amity platform? Take a look below for a detailed rundown of Amity's newest features and product improvements.

Account View Improvements

Pre-Select Columns in Views

When you add or edit a view, you can now control which columns are displayed when the view is selected.

To select a column, drag the column name from the Available list and drop in the Selected list. To reorder the selected columns, drag and drop the column name.

The column picker that previously appeared in the top right-hand corner of the grid has been removed. To adjust columns, click Edit View.

Define a View’s Initial Sort Order

When adding or editing a view, you can define its initial sort order.

Favorite Views

Mark views that you use frequently as a favorite.

After you do this, the view will be displayed in the Favourite Views category at the top panel for easy access.

Categories and Layout Changes

The Shared Views category was renamed to Team Views.

The Private Views category was renamed to My Views.

The Predefined Views category was eliminated.

The All Accounts system view appears at the top of the view panel.

Views are now displayed in the following order:

All Accounts (system view)

Favorite Views

My Views

Team Views

Playbooks & Tasks

Flagging a Play

When a play is flagged, the card highlights with a yellow background and a red flag icon appears beside the play name on the card, sidebar, and profile.

Flagged plays allow your team to collaborate more effectively. For instance, when waiting on a customer, you can flag a play to show that it is stalled. This allows your entire team to know which plays aren’t progressing as they should, and why.

Adding a Type to a Task Template

Specify the task type in a playbook stage task template.

Filter Tasks by Type

You can now filter your account and play tasks by type.

Adjust Completion Date and Time Spent on Tasks

When marking a task as completed, you can adjust completion date to accurately reflect the time spent on it.

Other enhancements to the tasks:

You can now adjust the time spent on a task without marking it as complete.

New "Add Task" button to the Tasks app in the upper right-hand corner.

Cloning Views and Rules

Cloning Views

You can now clone views in the Accounts and People apps. Simply select the view you wish to clone, and click “Clone View” at the bottom of the views column. Cloned views are automatically named “original name copy”.

Cloning Rules

In the setting app, you are also able to clone existing rules. Simply click on “clone” on the right end of the task row. Cloned tasks are automatically named “original name copy”.

Properties

CRM Owner Name and Email

Amity automatically synchronizes the name and email address of the account owner from your CRM system. This allows you to identify the Account Manager that was responsible for the customer pre-sale.

Last Invoice and Last Payment Properties

You can now display the following properties in the Accounts grid:

Last invoice amount

Last invoice date

Last invoice due date

Last invoice number

Last payment amount

Last payment date

Last payment invoice number

Last payment number

You can filter views and rules based on these properties, and use them as placeholders in emails and email templates.

Tickets

Filter tickets to display open and resolved tickets separately. This feature is available in both the Account and People apps.

User Management & Settings

Account Roles

Defining Account Roles

With Account Roles, assign multiple team members to a customer account and define their responsibilities with a role. Some common account roles include:

CSM

Onboarding Specialist

Account Manager

Implementation Manager

Note: The same user can be assigned to multiple roles.

Assigning Users to Account Roles

You can assign and reassign users to account roles at any time. In the account profile, all team members assigned to an account are displayed in the “team” panel.

Filtering Accounts by Account Role

There are two account role-related properties that you can use create various combinations of account filters.

“Role” property

The Role property filter can be used to find accounts for which an Amity user is assigned to the specified Account Role.

For instance…

… will display all accounts that have any Amity user assigned to the "Primary Contact" Account Role.

“Role Assignee” property

The Role Assignee property filter can be used to find accounts for which a specific Amity user is assigned a particular Account Role.

For instance...

...will display all accounts for which Daniel Lee is assigned an Account Role.

More Team Member Properties

To support the team email signature, the team member profile now supports job titles, phone numbers, Linkedin profile URL, and Twitter username. Select "My Profile" to edit the fields.

Blacklist

We've added the option to blacklist specific email addresses. Amity's email and chat integrations will ignore messages sent to or from email addresses on the blacklist. Using the blacklist will improve the quality and accuracy of your last engagement metrics.

New JavaScript Library Methods in Activity Tracking API

To make the JavaScript Library more consistent and easier to use, we added the following new methods: identifyParticipant, identifyAccount, record, and useSandbox. The documentation and examples have been updated at developer.getamity.com.

Bulk Data Job History

You can see bulk data job history in the Settings app. Click the Bulk Data item.

Integrations

Oracle Netsuite

Amity can now synchronize data in Oracle NetSuite customer, contact, and support case records with Amity accounts, people, and tickets, respectively. For details see Oracle NetSuite Integration.